See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,632 | $79,171-38.6% | $102,423-52.5% | $74,495-34.7% |
| Participation rate | 55.0% | 74.8%-19.8pp | 76.5%-21.5pp | 67.2%-12.2pp |
| Annual return | 13.10% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,183 | $2,362-49.9% | $3,023-60.9% | $2,623-54.9% |
| Participant deferral / active EE | $2,174 | $4,415-50.8% | $5,053-57.0% | $4,346-50.0% |
| Admin fee / account holder | $37 | $2,001-98.2% | $9,451-99.6% | $1,942-98.1% |